MELBOURNE

Financial planning

A former Melbourne wealth director could face imprisonment after allegedly running five companies despite being ordered by the Federal Court to not carry on a financial s...

Financial planning

Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...

Financial planning

Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...

Financial planning

A former financial adviser who pled guilty to stealing $10 million from his clients to spend on boats and helicopters has been sentenced in a Melbourne court, with the ju...

Financial planning

Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....

SMSF

A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...

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Funds management

Sydney and Melbourne have been listed as among the top investment destinations in 2022 for institutional investors who have revealed a strong appetite for non-listed real...

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Funds management

Australian cities still remain high on investment agenda with the office sector in the Asia Pacific being a preferred sector for the international institutional investors...

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Financial planning

Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....

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Financial planning

FASEA will only provide remote proctoring to Melbourne attendees of the August exam due to COVID-19 restrictions, but regional Victoria will continue with physical exams....

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Funds management

More than 70% of investors have declared readiness to increase their allocations in Asia Pacific real estate in 2020, with Australia’s biggest cities topping the ranking,...

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Financial planning

Fiducian has expanded its planning footprint into new territory by acquiring planning businesses in north-east Melbourne and Gippsland. ...

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Funds management

AMP Capital has inked a deal to buy 5.2 per cent of the largest desalination plant in the southern hemisphere. ...

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Funds management

TH Real Estate inked a deal to buy 33 per cent of Myer’s flagship store, located in Melbourne, for $151.3 million. ...

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Life/Risk

Queensland’s capital is outshining Melbourne when it comes to attracting Australian property investors, research reveals....

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JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 5 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

6 days ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago